BayCoast Bank

Producer

• Lead, coach, and develop the Personal Lines sales, production, and remarketing teams
• Establish, monitor, and evaluate sales objectives and production targets
• Assist producers and staff with underwriting questions, coverage recommendations, and agency procedures
• Participate in new business development initiatives and identify agency growth opportunities
• Review, remarket, cross-sell, and upsell existing accounts
• Analyze quotes and proposals for accurate coverage recommendations and competitive pricing
• Oversee pipeline management and timely processing of new business opportunities
• Conduct client account reviews, identify coverage gaps, discuss discounts, and recommend insurance solutions
• Build and maintain relationships with insurance carriers, underwriters, and business partners
• Facilitate sales meetings, prepare reports, and communicate agency initiatives and performance metrics
• Audit team activity for procedural compliance and accurate documentation in Applied Epic
• Monitor Salesforce leads and referrals, distribute opportunities, and track production results
• Develop and implement marketing strategies and campaigns with agency leadership and marketing teams
• Prepare annual department procedures, process improvements, and operational updates
• Support employee development through coaching, performance evaluations, and professional growth opportunities
• Attend industry events, seminars, branch functions, and carrier meetings
• Promote referrals across all business lines
• Perform additional responsibilities as assigned

AVP, Personal Lines Production Manager